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SUNCENTRAL PLATFORM RESULTS

Measuring impact at the scale of enterprise growth.

These results reflect the impact of my UX leadership on the Suncentral platform at Sun Life Financial, including improvements in adoption, retention, and overall product performance following a full platform transformation.

Core Platform Growth & Adoption
10.69% Year-over-Year Increase | Active User Engagement

Led UX strategies that increased active advisor usage year over year, growing the base from 17,032 in December 2024 to 18,853 by December 2025.​

63.8% to 73.7 Activity Rate | Platform Retention & Health

Directed experience improvements and account health initiatives that increased the overall platform activity rate.

54.5% Increase | 31.7% Adoption | SSO Adoption Strategy

Played a key role in the Single Sign-On (SSO) rollout for independent advisors, achieving an increase in total advisor usage and reaching adoption within key institutional partners.

32.2% Year-over-Year Increase Adoption | Onboarding Optimization

Refined the self-enrolment and onboarding journey, resulting in year-over-year growth in registration velocity (4,946 new registrations in 2025 vs. 3,742 in 2024).

Product Design & Feature Performance (0-1 Initiatives)
489 Reports in First Year | Book of Business (BOB)

Owned the end-to-end design for the "Book of Business" reporting tool, which facilitated digital reports within its first year, significantly reducing manual administrative effort for MGA advisors.

75% CSAT | User Satisfaction & Industry Recognition

CSAT Milestones: Achieved a peak advisor satisfaction score in July 2025 through targeted enhancements to platform navigation and task clarity.

2025 Award | Award-Winning UX Strategy

Contributed to the digital ecosystem recognized as "Life and Health Insurer of the Year" at the 2025 Insurance Business Canada Awards.

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